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26 Jul The Effect of Tax Law Changes on Financial Planning

Guy McPhail, Principal at Sax Wealth Advisors, was featured in NJCPA Magazine and provided insight on how the tax law changes may impact financial planning. Many of us have been busy with educating clients on the 2018 tax law changes. As a CPA Financial Planner, I have had more questions regarding how tax law effects personal financial plans this year than I can ever remember.  However, with change comes opportunity.

02 Jul SAX WEALTH ADVISORS NAMED TO THE 2018 FINANCIAL TIMES 300 TOP REGISTERED INVESTMENT ADVISERS LIST

Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is pleased to announce its inclusion in the 2018 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The list recognizes the top 300...

21 Jun Sax Wealth Advisors Named to 2018 List of Top 150 Firms by AUM

Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 12th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). ...

07 May Why You Should Hire a Financial Planner, Even if You’re Not Rich

Article by The New York Times

25 Apr Medicare is Issuing New Cards in April Without SSNs

The Centers for Medicare and Medicaid Services (CMS) has announced they will begin issuing new red, white and blue Medicare cards that no longer show Social Security Numbers (SSNs).  Beginning this month, April 2018, and concluding by April 2019, CMS will mail new identification cards...

18 Apr All Returns are NOT Created Equal (Especially in Retirement)

Co-written by Marie DeCaprio CFA^®, CFP^® and Jeremy Rhen, CFP^®

05 Mar Keep Recent Market Volatility in Perspective

Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors

14 Dec Sax Wealth Advisors Acquires The GM Financial Group and Brings Assets Under Management to Over $1 Billion

Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of...

12 Dec Nurturing Your Nest Egg

Co-written by Marie DeCaprio CFA^®, CFP^® and Jeremy Rhen, CFP^®

27 Oct Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)

Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s...